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Temporary Executive Business Support
2 weeks ago
Job Scope
The duties will be mainly responsible to carry out the task assigned by Agency Manager to help in agency operation and administration function.
Responsibilities
Account Engagement
- Conduct relationship management with assigned marketer's agents in conjunction with marketer as additional point of contact and to provide support to agents.
- Maintains accounting controls by preparing and recommending policies and procedures.
- Reconciles financial discrepancies by collecting and analyzing account information.
Credit Control
- Liaise with marketers on CBC & PW escalate to marketers for further action if failed to collect after 2nd attempts.
- Prepare SOA to agent and follow up with marketers on collection for assign agents.
- Liaise with agents directly for the outstanding premium payment.
- Responsible for receipt issuance.
Business Sales Support
- To assist the marketers in handling queries and problem solving on servicing queries to marketer's agents.
- Responsible for auto renewal payment and policy issuance. Follow up with marketer on auto renewal cases which has been assigned.
- To support MO on agent's / client's inquiries when MO is not around.
- Submit completed claims documents to claims team.
- Follow up on Claims status.
- Preparing Schedule of Insurances for Corporate Client.
- Submitting Motor & Non-Motor Payment & follow up receipt.
- Submit motor & Non-Motor Endorsement & follow up.
- Submit BPM for policy & endorsement issuance & follow up.
- To assist on Motor & Non-Motor assessment & approval.
- To assist on policy printing / pdf copy.
Admin Support
- Responsible for filing of agency documents/reports.
- To ensure policy issuance for each case that has been submitted.
- Conduct proposal review and check completeness.
- To assist on any relevant Unit's administration work.
Education
Degree in any field/ or related AMII/CII/CMII/DMCII or equivalent insurance qualification.
Experience
Minimum 1-5 year.
Job Type:
Temporary
Contract length: 6 months
Salary:
Up to RM2,200.00 per month
Ability to commute/relocate:
- Kuala Lumpur: Reliably commute or planning to relocate before starting work (required)
License/Certification:
- AMII, CII, CMII, DMCII (preferred)
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